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CREFX vs PHRCX
CREFX vs PHRCX Comparison
Open Charts CREFX vs PHRCX
Cohen & Steers Real Estate Securities F
Price$17.78
Change-$0.14 (-0.78%)
VolumeN/A
Net Assets8.03B
Virtus Duff & Phelps Real Estate Secs C
Price$18.77
Change-$0.16 (-0.85%)
VolumeN/A
Net Assets360.89M
CREFX vs PHRCX Comparison Chart
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CREFX vs. PHRCX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CREFX is a Hold and PHRCX is a Buy.
FUNDAMENTALS
Fundamentals
CREFX has more cash in the bank: 8.03B vs. PHRCX (361M). CREFX pays higher dividends than PHRCX: CREFX (2.20) vs PHRCX (1.12). CREFX was incepted earlier than PHRCX: CREFX (8 years) vs PHRCX (22 years). PHRCX (2.08) is less costly to investors than CREFX (0.75). PHRCX (36.00) and CREFX (35.00) have comparable annual turnover. CREFX has a lower initial minimum investment than PHRCX: CREFX (0) vs PHRCX (2500). CREFX annual gain was more profitable for investors over the last year : 10.73 vs. PHRCX (5.30). CREFX return over 5 years is better than : 33.66 vs. PHRCX (3.84).
| CREFX | PHRCX | CREFX / PHRCX | |
| Total Expense Ratio | 0.75 | 1.99 | 38% |
| Annual Report Gross Expense Ratio | 0.75 | 2.08 | 36% |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 3.631 | 0.185 | 1,961% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 361M | 2,224% |
| Annual Yield % from dividends | 2.20 | 1.12 | 197% |
| Returns for 1 year | 10.73 | 5.30 | 202% |
| Returns for 3 years | 16.97 | -7.07 | -240% |
| Returns for 5 years | 33.66 | 3.84 | 875% |
| Returns for 10 years | N/A | -46.95 | - |
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